Atala Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Atala Financial’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$835K	Buy	14,736 +7,588	+106%	+$441K	0.48%	54
2026 Q2	$422K	Hold	7,148	–	–	0.26%	82
2026 Q1	$426K	Hold	7,148	–	–	0.29%	78
2025 Q4	$428K	Buy	7,148 +148	+2%	+$8.9K	0.27%	76
2025 Q3	$420K	Buy	+7,000	New	+$418K	0.26%	74

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atala Financial's VGIT Position: Q3 2026 in Review

Atala Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 106% in Q3 2026, buying an estimated $441K and bringing the position to 14,736 shares worth $835K. The position accounts for 0.48% of the portfolio, ranked #54.

Atala Financial first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Atala Financial held 14,736 shares of Vanguard Intermediate-Term Treasury ETF worth $835K as of Q3 2026.
Atala Financial bought 7,588 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $441K.
Vanguard Intermediate-Term Treasury ETF made up 0.48% of Atala Financial's portfolio in Q3 2026, its #54 holding.
Atala Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.